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Technology Stocks : TAVA Technologies (TAVA-NASDAQ) -- Ignore unavailable to you. Want to Upgrade?

To: eric deaver who wrote (16687)	5/12/1998 5:33:00 PM
From: Jim Wilke	Read Replies (1) \| Respond to of 31646

TIMMMMMMMBBERRRRRRRRRRR!!!! - Just had to throw that in. It seems appropriate somehow today. This is the day many, many of us were looking to for direction on our investments. It didn't turn out to be very sweet and I suspect strongly that the rest of the week will be continuing the downward slope. Maybe we'll the sixes again. Hope not, but this has really disappointed. The momentum never developed except in people's hopes. We see GM and Coca Cola and Merck and RW Beck, and everyone got starry eyed. Well there's this pesky problem of reality we all have to deal with now. - jim

To: eric deaver who wrote (16687)	5/12/1998 6:03:00 PM
From: Walk Softly	Read Replies (2) \| Respond to of 31646

All I'm thinking is CEO Jenkins must be one heck of a stock promoter to have flown this pup to adolescence... statements like: John Jenkins, CEO stated, ''Though we recorded over $3,500,000 of Y2K related revenue in this quarter, most of our client's roll-out of full Y2K programs did not occur as early in the quarter as we had expected." really worry me... any eps report rife with excuses doesn't bode well for the future... revs grew a paltry 4%... and apparently fully diluted shares are twice basic.... this has got to put a serious dent in analyst estimates for 1998 and 1999.... That this stock held up so well in the light of reality floors me... I invite you folks to take a look at SPNSF another well diversified player with interests in y2k and a blue chip client list a mile long... 1Q reported a whopping 50% revenue increase and eps 600% above Bleichroeder estimates.... this sector seems to be going through a "rationalization" and may be soft for awhile but SPNSF has the ONLY automated Assembler (and all high level languages)Y2K Compliance tool... Deals with every MAJOR systems integrator.... The Standard in Legacy object oriented toolsets (Objectpool for rapid applications development RAD).... The first to market with Internet migration software for legacy applications.... A jumpstart on all competition with Euro dollar conversion software.... IBM marketing Transconnect shipping logistics software wth licensing software headed to SPNSF... etc etc.... a well diversified way to play the Y2K phenom... good luck with TAVA... I only wish their CEO worked for SPNSF because he sure can talk a blue-streak evidenced by TAVA's stock rocket... Regards C ya